AQUINAS CAPITAL ADVISORS LLC is a trusted financial advisory firm that provides guidance and expertise to clients in their financial decisions. Their team of experienced professionals offers personalized services to individuals, families, and businesses, helping them achieve their long-term financial goals.
How does the advisor help clients – Key Takeaways:
- Unique financial strategies tailored to each client’s specific needs and goals.
- Expertise in wealth management, retirement planning, and investment management.
- Comprehensive financial planning and ongoing monitoring and adjustments to align with changing financial goals.
- Access to a wide range of financial products and services.
- Transparent and informative communication to help clients make informed financial decisions.
Facts and Insights
Founded in 2010, AQUINAS CAPITAL ADVISORS LLC has become a respected financial advisory firm with a track record of success in helping clients achieve their financial objectives. With over 10 years of experience, their team has a deep understanding of market trends and economic conditions, allowing them to provide valuable insights to their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 10 years |
Financial Services Offered
AQUINAS CAPITAL ADVISORS LLC offers a wide range of financial services to meet the diverse needs of their clients. These services include:
- Wealth management
- Retirement planning
- Investment management
- Tax planning
- Estate planning
- Insurance planning
Client Types
The team at AQUINAS CAPITAL ADVISORS LLC works with a variety of clients, including:
- Individuals and families
- Small business owners
- Corporations
- Non-profit organizations
Fees & Compensation
AQUINAS CAPITAL ADVISORS LLC operates on a fee-based compensation structure, which means that they earn a percentage of the assets under their management. This ensures that their interests are aligned with their clients’ and motivates them to strive for the best possible results.
Background
AQUINAS CAPITAL ADVISORS LLC was founded by a team of financial experts who wanted to provide personalized and transparent financial services to their clients. Their team has a diverse background in finance, accounting, and business, and they are dedicated to continually expanding their knowledge and staying on top of industry trends to better serve their clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, AQUINAS CAPITAL ADVISORS LLC is required to disclose any potential conflicts of interest. Clients can view these disclosures on the firm’s Form ADV, which is available on the Securities and Exchange Commission’s website. This ensures transparency and helps clients make informed decisions about their financial advisor.